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HubSpot and Microsoft OneNote.
A more connected handoff.

Give Nine access to HubSpot and Microsoft OneNote and delegate work across the connected tools. You choose the accounts and actions it can use.

HubSpotMicrosoft OneNote
Add Nine to Slack Explore the work

What can Nine do here?

Explore the available capabilities. Actions depend on your connected accounts and the access you grant.

HubSpot

Understand the account

  • Bring customer records together

    Find contacts, companies, deals, tickets, and their associations for an account brief or customer handoff.

  • Read activity and pipeline context

    Retrieve CRM activities, pipeline details, properties, and available campaign information around the next conversation.

Follow through across the customer journey

  • Maintain records and next steps

    Create and update CRM records, log engagements or notes, and add tasks and meetings.

  • Support marketing operations

    Work with lists, campaigns, marketing email drafts, and supported workflow actions.

  • Keep the CRM structure useful

    Maintain custom properties, object schemas, associations, pipeline stages, and supported batch imports.

Microsoft OneNote

Work from your notes

  • Find notebooks, sections, and pages

    Retrieve accessible personal, group, or site notebooks and the page content needed for a brief.

  • Bring related material together

    Inspect notebook structure and page previews to find the notes relevant to the work.

Keep knowledge organised

  • Create and update pages

    Create notebook pages and make supported content updates for meeting notes or project documentation.

  • Organise and reuse notebook material

    Create notebooks and sections, copy pages or sections, and reuse an existing notebook structure.

Connect the context. Agree the handoff.

HubSpot

Connect your HubSpot account during onboarding and choose the CRM, marketing, and workflow actions Nine can use.

Microsoft OneNote

Connect your Microsoft account during onboarding and choose the notebooks, sections, and page actions Nine can use.

Keep access scoped.

Connecting tools does not give everyone access to everything. Nine works within the context and actions authorised for the person or team it is working with.

What would you like Nine to do across HubSpot and Microsoft OneNote?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Add Nine to Slack Talk to the founder

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

No purchase commitment. This joins the list; it doesn’t create an account or book a call.